Patriot Financial Group Insurance Agency’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $248K | Sell |
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|
2025
Q2 | $230K | Sell |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $289K | Sell |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $329K | Buy |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $290K | Sell |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $442K | Sell |
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|
2022
Q2 | $854K | Sell |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $195K | Sell |
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|
2020
Q2 | $280K | Buy |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q4 | $155K | Buy |
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|
2019
Q3 | $33K | Buy |
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|
2019
Q2 | $34K | Buy |
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|
2019
Q1 | $32K | Buy |
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|
2018
Q4 | $13K | Buy |
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|
2018
Q3 | $13K | Buy |
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|
2018
Q2 | $3K | Sell |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $11K | Buy |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $10K | Buy |
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|
2017
Q1 | $6K | Buy |
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|
2016
Q4 | $2K | Buy |
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